Daily Note 26/10/2023 – Market View: Day Ahead, Macro, Stocks, Debt Markets


  • It was a mixed session for risk assets yesterday with European markets climbing modestly higher, whilst US indices finished in the red, on the back of rising bond yields, mixed earnings releases and heightening geopolitical tensions.
  • In its nine-month update, Bank of Ireland this morning noted that it has delivered a strong business and financial performance over the past nine months, as evidenced by FY23 net interest income guidance being increased. (Comment Attached)
  • US treasury market prices moved lower and yields moved higher yesterday, with the yield on the US 10-year moving back towards the 5% threshold.